Brave Warrior Advisors, LLC — MILLROSE PPTYS INC MRP: Quarterly 13F Position History
Brave Warrior Advisors, LLC has reported MILLROSE PPTYS INC (MRP) on 5 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2025. As of Q1 2026, the position is sized at 8,515,897 shares ($238.4M market value, 5.90% of the equity book). Quarter-over-quarter share count change: 84,327 (-1.0%) .
- 8,515,897Shares Held (Latest Filing)
- $238.4MReported Market Value (Latest Filing)
- 5.90%Portfolio Weight (% of 13F Equity Book)
- 84,327Quarter-over-Quarter Share Change
- -$18.4MQuarter-over-Quarter Value Change
- 8,600,224Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 8,515,897 | 84,327 | -1.0% | $238.4M | 5.90% | $28.00 |
| Q4 2025 | 8,600,224 | +3,224,632 | +60.0% | $256.9M | 6.02% | $29.87 |
| Q3 2025 | 5,375,592 | 2,486,098 | -31.6% | $180.7M | 4.19% | $33.61 |
| Q2 2025 | 7,861,690 | 97,123 | -1.2% | $224.1M | 5.14% | $28.51 |
| Q1 2025 | 7,958,813 | — | — | $211.0M | 4.83% | $26.51 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Brave Warrior Advisors, LLC first disclose a MRP position in 13F-HR filings?
Brave Warrior Advisors, LLC first reported MILLROSE PPTYS INC (MRP) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Brave Warrior Advisors, LLC's most recent quarter-over-quarter share-count change in MRP?
Between Q4 2025 and Q1 2026, Brave Warrior Advisors, LLC reduced its MRP position by 84,327 shares (-1.0%), leaving 8,515,897 shares at a market value of $238.4M.
Does the implied price-per-share represent Brave Warrior Advisors, LLC's cost basis in MRP?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.